Unclaimed
John Angelo Amirante is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the financial services industry for over 18 years. John holds a Series 7, Series 63, and Series 66 license. John is also a Certified Financial Planner and has been registered with the state of New Jersey since 2017. John previously worked with Lincoln Financial Advisors Corporation and Chase Investment Services Corp. In addition to his work with Merrill Lynch, John is also a Trustee for Eden Autism, a charitable organization that supports children with autism.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/23/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NY
11/04/2014 - 01/11/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
IL
09/20/2000 - 04/15/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
04/01/1996 - 07/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/01/1996 - 07/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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